Lori Underberger

Lori Underberger

Pullman & Comley, LLC

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Retirement Plan Sponsors: December Reminders Part I

It’s time to take a short break from all the healthcare changes and focus on your December 1st and 15th deadlines for the following participant notices for calendar year retirement plans...more

11/29/2013 - 401k Notice Requirements Retirement Plan Safe Harbors

Notice to Employees About Health Insurance Exchanges Due October 1, 2013

The Affordable Care Act provides individuals with the option of purchasing health coverage through new health insurance exchanges, or “Marketplaces” that will operate in every state effective January 1, 2014 (e.g.,...more

9/20/2013 - Affordable Care Act Deadlines DOL Health Insurance Exchanges Healthcare Marketplace Notice

First Payment Of Employer's PCORI Fees For Self-Insured Health Insurance Plans Due July 31

The first payment of the Patient-Centered Outcomes Research Institute (PCORI) fee imposed by the Affordable Care Act is due next week on July 31st. While the U.S. Treasury Department has delayed implementing certain health...more

7/26/2013 - Deadlines Fees Form 720 HIPAA HRA PCORI Self-Insured Health Plans

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